Universal Beteiligungs und Servicegesellschaft mbH Cuts Stock Holdings in Ventas, Inc. $VTR

Universal Beteiligungs und Servicegesellschaft mbH reduced its holdings in shares of Ventas, Inc. (NYSE:VTR) by 4.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 724,558 shares of the real estate investment trust’s stock after selling 36,985 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Ventas were worth $45,756,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the company. Ethic Inc. lifted its stake in Ventas by 27.9% during the first quarter. Ethic Inc. now owns 66,748 shares of the real estate investment trust’s stock worth $4,624,000 after purchasing an additional 14,568 shares during the last quarter. Nicola Wealth Management LTD. purchased a new stake in Ventas in the 1st quarter worth approximately $1,169,000. Cbre Investment Management Listed Real Assets LLC increased its position in Ventas by 25.7% during the 1st quarter. Cbre Investment Management Listed Real Assets LLC now owns 376,973 shares of the real estate investment trust’s stock valued at $25,921,000 after purchasing an additional 77,066 shares during the period. Diamond Hill Capital Management Inc. purchased a new stake in Ventas in the first quarter worth about $13,321,000. Finally, Nordea Investment Management AB grew its stake in Ventas by 1,042.6% in the second quarter. Nordea Investment Management AB now owns 386,881 shares of the real estate investment trust’s stock worth $24,064,000 after purchasing an additional 353,022 shares during the period. 94.18% of the stock is owned by hedge funds and other institutional investors.

Ventas Stock Up 1.2%

NYSE VTR traded up $0.92 on Monday, reaching $78.92. The company had a trading volume of 206,038 shares, compared to its average volume of 2,988,702. The company’s fifty day moving average is $70.66 and its 200-day moving average is $67.30. The firm has a market capitalization of $37.07 billion, a price-to-earnings ratio of 151.99, a price-to-earnings-growth ratio of 2.36 and a beta of 0.88. The company has a debt-to-equity ratio of 1.13, a quick ratio of 0.68 and a current ratio of 0.68. Ventas, Inc. has a 1-year low of $56.68 and a 1-year high of $79.21.

Ventas (NYSE:VTR) last released its quarterly earnings results on Wednesday, October 29th. The real estate investment trust reported $0.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.87 by $0.01. The firm had revenue of $1.49 billion for the quarter, compared to the consensus estimate of $1.44 billion. Ventas had a return on equity of 2.10% and a net margin of 4.28%.The company’s revenue for the quarter was up 20.5% on a year-over-year basis. During the same quarter last year, the business posted $0.80 EPS. Ventas has set its FY 2025 guidance at 3.450-3.480 EPS. On average, research analysts forecast that Ventas, Inc. will post 3.4 earnings per share for the current fiscal year.

Ventas Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, October 16th. Stockholders of record on Tuesday, September 30th were paid a dividend of $0.48 per share. This represents a $1.92 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Tuesday, September 30th. Ventas’s dividend payout ratio (DPR) is currently 369.23%.

Analyst Upgrades and Downgrades

VTR has been the topic of a number of recent research reports. Cantor Fitzgerald increased their target price on Ventas from $77.00 to $85.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. UBS Group initiated coverage on Ventas in a report on Friday, September 19th. They issued a “neutral” rating and a $73.00 target price on the stock. JPMorgan Chase & Co. lifted their price target on shares of Ventas from $72.00 to $76.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 26th. Morgan Stanley boosted their price objective on Ventas from $70.00 to $75.00 and gave the company an “equal weight” rating in a research note on Friday, August 15th. Finally, Raymond James Financial restated an “outperform” rating and set a $78.00 target price (up previously from $74.00) on shares of Ventas in a research note on Friday, August 22nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $77.36.

Insider Activity

In other Ventas news, CFO Robert F. Probst sold 33,591 shares of Ventas stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $76.77, for a total value of $2,578,781.07. Following the sale, the chief financial officer directly owned 168,364 shares in the company, valued at approximately $12,925,304.28. The trade was a 16.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Debra A. Cafaro sold 19,250 shares of the business’s stock in a transaction dated Wednesday, November 5th. The stock was sold at an average price of $75.29, for a total transaction of $1,449,332.50. Following the sale, the chief executive officer directly owned 1,145,695 shares in the company, valued at $86,259,376.55. This trade represents a 1.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 652,618 shares of company stock worth $47,791,654 over the last ninety days. Insiders own 0.80% of the company’s stock.

About Ventas

Ventas Inc (NYSE: VTR) is a leading S&P 500 real estate investment trust focused on delivering strong, sustainable shareholder returns by enabling exceptional environments that benefit a large and growing aging population. The Company's growth is fueled by its senior housing communities, which provide valuable services to residents and enable them to thrive in supported environments.